Fee-OnlyFinder

Flat / fixed fees in Whitefish, MT

3 advisers in Whitefish offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 3

Clearstone Wealth Management, LLC132 Wild Rose Lane · Whitefish, MT 59937 · (866) 328-6297 · Financial planningCRD 334088 · % of assets, Hourly charges, Fixed fees · $30.1 million AUMState registeredNo commissions reportedGlacierwealth643 Denver St, Ste 100 · Whitefish, MT 59937 · (800) 416-1063 · Flat / fixed feesCRD 116372 · % of assets, Fixed fees · $41.5 million AUMState registeredNo commissions reportedMain Line Retirement Advisors, LLC2 O'Brien Ave · Whitefish, MT 59937 · (800) 480-8681 · Financial planningCRD 284780 · % of assets, Hourly charges, Fixed fees · $448.6 million AUMSEC registeredNo commissions reported